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Getting Started
Getting Started
Learn the basics to help you get up and running with the InvestNext platform
9 articles
Getting Started Training Video
Getting Started: Navigating the InvestNext Platform
Admin Profile Settings
How to Add/Update a Billing Method to Your Account
Integrate Your Email With InvestNext
Set up the Email Domain for your InvestNext Portal
Basics
Transactions: a brief overview
Project: A Brief Overview
Statements: A Brief Overview